Boosting CRM Adoption with Explainer Videos: Your Path to Customer Success

In this insightful blog, we explore the potential of explainer videos as a game-changing solution to enhance CRM adoption and drive customer success. We delve into the benefits of integrating explainer videos into CRM training and onboarding processes, addressing key challenges faced by businesses.

7/28/20232 min read


Customer Relationship Management (CRM) systems have become the backbone of modern businesses, empowering organizations to build strong and lasting connections with their customers. However, despite the numerous advantages CRM offers, businesses often encounter challenges in getting their teams to fully embrace and utilize these powerful tools. In this blog, we delve deeper into the world of CRM adoption and explore how the strategic integration of explainer videos can significantly improve user engagement, understanding, and ultimately lead to customer success.

1. Bridging the Knowledge Gap:

CRM systems are packed with features and functionalities that might overwhelm new users. Understanding the nuances of the software can be a stumbling block to CRM adoption. Here's where explainer videos shine. These short, focused videos break down complex CRM concepts into easily digestible visual explanations. By offering step-by-step guidance on using the system's key features, explainer videos bridge the knowledge gap, empowering users to feel confident and proficient in navigating the CRM platform.

2. Simplifying Onboarding and Training:

Implementing a CRM system often involves training a diverse group of employees, from sales representatives to customer support teams. Conducting traditional training sessions can be time-consuming and costly. Enter explainer videos, which provide a flexible and cost-effective alternative. Companies can create a library of explainer videos covering different aspects of CRM usage, allowing users to learn at their own pace and revisit the content whenever needed. This self-directed learning approach streamlines the onboarding process and makes training more accessible to remote or distributed teams.

3. Showcasing Real-Life Use Cases:

Explainer videos not only demonstrate how CRM systems work but also illustrate how they can bring tangible benefits to users' day-to-day tasks. By presenting real-life scenarios, such as lead management, customer communication, or data analysis, explainer videos show employees the practical value of CRM adoption. This storytelling aspect engages users emotionally and fosters a deeper connection between CRM features and their actual job roles, thereby inspiring greater enthusiasm for CRM implementation.

4. Enhancing User Engagement:

A key challenge in CRM adoption is keeping users engaged and invested in the system. Lengthy manuals or text-heavy training materials can become monotonous, causing users to lose interest. On the contrary, explainer videos captivate audiences through a combination of animation, visuals, and voice-over narration. The dynamic nature of explainer videos maintains users' attention, making the learning process enjoyable and efficient.

5. Encouraging Consistent Workflows:

Inconsistent workflows can lead to data discrepancies and inefficiencies in customer interactions. Explainer videos help establish standardized procedures for using the CRM system across the organization. By promoting uniformity in CRM practices, these videos ensure a seamless customer experience, irrespective of the team or department handling customer interactions.

6. Supporting Continuous Learning:

CRM systems evolve over time, with software updates and feature enhancements. To ensure that users stay up-to-date and proficient, explainer videos can be periodically updated to reflect these changes. Continuous learning through explainer videos equips employees to leverage new CRM capabilities effectively, thus maximizing the return on the CRM investment.


In the realm of CRM adoption, the strategic use of explainer videos emerges as a game-changer for businesses seeking to harness the full potential of their CRM systems. By simplifying complexities, streamlining onboarding, showcasing real-life use cases, enhancing user engagement, promoting consistent workflows, and supporting continuous learning, explainer videos empower employees to embrace CRM with confidence and enthusiasm. The resulting boost in CRM adoption translates to improved customer relationships, increased productivity, and enhanced business success. Embrace the power of explainer videos today, and unlock the path to customer success through effective CRM implementation!

lego mini figures on brown wooden table
lego mini figures on brown wooden table